Great Valley Advisor Group, Inc. Purchases in Q2 2025

Great Valley Advisor Group, Inc.

  • $4.08 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SNSR
Global X Fds Internet Of Thing

ETFs
5.6K
New
$27.45 - $37.76 $154K - $211K
5.6K $211K
PSIX
Power Solutions International, Inc.

Industrials
3.24K
New
$18.7 - $68.01 $60.5K - $220K
3.24K $209K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
6.96K
New
$23.66 - $29.99 $165K - $209K
6.96K $208K
DEHP
Dimensional ETF Tr Emerging Mk

ETFs
7.39K
New
$22.25 - $28.0 $164K - $207K
7.39K $206K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
2.05K
+ 21.82%
$55.5 - $69.0 $114K - $142K
11.5K $791K
COPX
Global X Copper Miners ETF

ETFs
4.48K
New
$31.24 - $45.59 $140K - $204K
4.48K $201K
SYY
Sysco Corp

Consumer Defensive
2.57K
+ 82.73%
$68.0 - $75.91 $175K - $195K
5.67K $429K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
7.75K
+ 9.51%
$24.96 - $25.5 $193K - $198K
89.2K $2.28M
PGR
Progressive Corp

Financial Services
964
+ 22.61%
$255.27 - $288.74 $246K - $278K
5.23K $1.4M
MMM
3 M CO

Industrials
572
+ 3.0%
$126.09 - $154.15 $72.1K - $88.2K
19.6K $2.99M
GOF
Guggenheim Strategic Opportunities Fund

Financial Services
18.6K
+ 14.19%
$13.74 - $15.66 $255K - $291K
149K $2.22M
KINS
Kingstone Companies, Inc.

Financial Services
12.1K
New
$14.66 - $21.67 $177K - $261K
12.1K $185K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
1.66K
+ 31.0%
$70.44 - $86.87 $117K - $145K
7.03K $610K
FPE
First Tr Pfd Secs & Income ETF

ETFs
10.3K
New
$16.93 - $17.81 $174K - $183K
10.3K $182K
FDN
First Tr Fd Dow Jones

ETFs
3
+ 0.08%
$200.29 - $269.33 $601 - $808
3.79K $1.02M
CRS
Carpenter Technology Corp

Industrials
28
+ 1.61%
$151.3 - $276.38 $4.24K - $7.74K
1.77K $489K
XLV
Select Sector Spdr Fund Health

ETFs
2.54K
+ 16.56%
$128.77 - $144.3 $327K - $366K
17.9K $2.41M
BNDX
Vanguard Total International B

ETFs
2.84K
+ 7.16%
$48.77 - $49.55 $139K - $141K
42.5K $2.11M
DFAI
Dimensional ETF Tr

ETFs
1.2K
+ 3.3%
$28.02 - $34.71 $33.5K - $41.5K
37.4K $1.29M
ITA
Ishares Tr

ETFs
257
+ 8.16%
$135.31 - $188.64 $34.8K - $48.5K
3.41K $642K
IRM
Iron Mountain Inc

Real Estate
959
+ 28.84%
$76.93 - $105.25 $73.8K - $101K
4.28K $439K
QBTS
D Wave Quantum Inc.

Technology
10.4K
New
$6.22 - $19.04 $64.5K - $197K
10.4K $151K
MA
Mastercard Inc

Financial Services
178
+ 4.81%
$479.92 - $590.74 $85.4K - $105K
3.88K $2.18M
HWM
Howmet Aerospace Inc.

Industrials
55
+ 2.29%
$112.33 - $186.13 $6.18K - $10.2K
2.46K $457K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
4.68K
+ 27.35%
$28.02 - $32.37 $131K - $152K
21.8K $692K
ACHR
Archer Aviation Inc.

Industrials
12.4K
New
$6.2 - $13.3 $77.2K - $166K
12.4K $135K
TFLO
Ishares Treasury Floating Rate

ETFs
2.65K
+ 32.14%
$50.47 - $50.66 $134K - $134K
10.9K $551K
HD
Home Depot, Inc.

Consumer Cyclical
347
+ 0.96%
$335.24 - $380.78 $116K - $132K
36.6K $13.4M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.19K
+ 33.8%
$73.02 - $90.22 $87K - $108K
4.72K $421K
MBB
Ishares Tr

ETFs
1.4K
+ 11.04%
$91.41 - $94.22 $128K - $132K
14.1K $1.32M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.29K
+ 8.72%
$51.68 - $52.76 $118K - $121K
28.5K $1.5M
DTD
Wisdomtree Tr U.S Total Divide

ETFs
1.44K
+ 23.61%
$68.45 - $79.52 $98.2K - $114K
7.51K $597K
OPFI
Opp Fi Inc.

Technology
1.42K
+ 6.06%
$7.92 - $14.61 $11.3K - $20.8K
24.9K $348K
BKR
Baker Hughes CO

Energy
4.18K
+ 73.53%
$35.0 - $44.92 $146K - $188K
9.87K $378K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
3.08K
+ 44.43%
$45.07 - $52.57 $139K - $162K
10K $489K
FTA
First Tr Large Cap Value

ETFs
1.38K
+ 13.87%
$67.12 - $78.63 $92.6K - $108K
11.3K $890K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
169
+ 7.61%
$180.84 - $240.32 $30.6K - $40.6K
2.39K $574K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
125
+ 2.15%
$60.61 - $87.72 $7.58K - $11K
5.94K $504K
IYJ
Ishares Tr

ETFs
717
+ 36.58%
$115.07 - $142.31 $82.5K - $102K
2.68K $380K
AON
Aon PLC

Financial Services
441
+ 52.63%
$335.85 - $398.81 $148K - $176K
1.28K $456K
CION
Cion Investment Corp

Financial Services
12.6K
New
$8.68 - $10.48 $110K - $132K
12.6K $120K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
74
+ 0.19%
$23.44 - $28.85 $1.73K - $2.13K
38.6K $1.11M
IWV
Ishares Russell 3000 ETF

ETFs
93
+ 3.94%
$281.67 - $351.0 $26.2K - $32.6K
2.45K $860K
FLMI
Franklin Dynamic Municipal Bon

ETFs
4.65K
+ 33.49%
$23.57 - $24.6 $110K - $114K
18.5K $449K
BUFT
Ft Exch Trd Fd Viii Cboe Vest

ETFs
1.21K
+ 1.66%
$21.02 - $23.56 $25.5K - $28.5K
74K $1.74M
FTNT
Fortinet, Inc.

Technology
486
+ 8.46%
$84.71 - $108.69 $41.2K - $52.8K
6.23K $658K
LSAF
Two Rds Shared Tr

ETFs
204
+ 0.64%
$35.13 - $42.48 $7.17K - $8.67K
31.9K $1.36M
NUE
Nucor Corp

Basic Materials
118
+ 1.28%
$103.22 - $131.43 $12.2K - $15.5K
9.32K $1.21M
PWR
Quanta Services, Inc.

Industrials
3
+ 0.38%
$239.47 - $381.26 $718 - $1.14K
798 $301K
Activity Summary
Buys All Purchases 403 New Holdings 85 Increased Positions 318 Sells All Sells 453 Reductions 453 Sold out 0 Options Calls 0 Puts 0
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